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Showing 471 - 480 of 2302 results for "Financial Planner"

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
More pillows in Australian bedrooms means there are consequences for financial planners across Australia as they try to match the lifestyle demands of clients. On top of residential property booms in Sydney and Melbourne, the 'pillowfication' of Australian ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
After former chief financial officer John Collier resigned from CountPlus in August, the accounting and wealth firm has confirmed his replacement. Laurent Toussaint will join CountPlus in January; acting chief financial officer will operate in the role ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... the most outstanding practice with long-serving employee Michael Hayward taking home the coveted FPA Certified Financial Planner Professional of the Year Award. Hayward, a private client adviser, was recognised for his commitment to excellent client ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... to incorporate s923C of the Corporations Act which restricts the use of the titles "financial adviser" and "financial planner". This restriction commences on 1 January 2019 for new advisers, while existing advisers have until at least 1 January 2021 ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... you're partnering with, you end up signing a Wholesale Investment Management Agreement and you're no longer a financial planner. You now have PI risk that your financial planning policy won't cover," he said. Martinis warned advisers not to get caught ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... sentenced next month. ASIC's investigation between 1 January 2007 and 13 June 2009 alleged that Gillespie, a senior financial planner on the Gold Coast at the time, forged the signatures of clients on documents relating to financial product applications ...